First Investors Financials
| FGINX Fund | USD 17.13 0.12 0.71% |
First |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
First Investors Fund Summary
First Investors competes with Angel Oak, Franklin Emerging, Transamerica Emerging, Dws Emerging, and Origin Emerging. The fund primarily invests in common stocks that offer the potential for capital growth, current income or both. It primarily invests in common stocks of large-size companies. The fund may also invest in mid- and small-size companies.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US32061M4078 |
| Business Address | Delaware Group Equity |
| Mutual Fund Family | Delaware Funds by Macquarie |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 423 4026 |
| Currency | USD - US Dollar |
First Investors Key Financial Ratios
First Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining First Investors's current stock value. Our valuation model uses many indicators to compare First Investors value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across First Investors competition to find correlations between indicators driving First Investors's intrinsic value. More Info.First Investors Growth is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.16 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for First Investors Growth is roughly 6.32 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the First Investors' earnings, one of the primary drivers of an investment's value.First Investors Growth Systematic Risk
First Investors' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. First Investors volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on First Investors Growth correlated with the market. If Beta is less than 0 First Investors generally moves in the opposite direction as compared to the market. If First Investors Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one First Investors Growth is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of First Investors is generally in the same direction as the market. If Beta > 1 First Investors moves generally in the same direction as, but more than the movement of the benchmark.
First Investors November 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of First Investors help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of First Investors Growth. We use our internally-developed statistical techniques to arrive at the intrinsic value of First Investors Growth based on widely used predictive technical indicators. In general, we focus on analyzing First Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build First Investors's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6094 | |||
| Information Ratio | 0.0101 | |||
| Maximum Drawdown | 4.47 | |||
| Value At Risk | (0.96) | |||
| Potential Upside | 1.06 |
Other Information on Investing in First Mutual Fund
First Investors financial ratios help investors to determine whether First Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in First with respect to the benefits of owning First Investors security.
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |